Go Greener: EVERLED, LED "Fluorescent" Tubes - Gizmodo: "These EVERLEDs are rated at a 10-year lifespan, compared to the 5-7 year lifespan of their fluorescent counterparts. Plus, the lights require 20% less power, which would be an energy savings of incredible magnitude from a global perspective."
$150 is a lot of cost that's going somewhere (are there big energy consuming semiconductor plants involved that use lots of sulfuric acid and other things? probably)
I suspect the price will come down dramatically in the future, so it's nice to see that there will be drop in replacements so all the existing fixutres can be used.
However, LEDs don't typically need the high voltage that fluorescents do, so all the fixutres that increase the voltage are probably wasting a bit of energy relative to just native LED fixtures.